Appleton Partners’s Phillips 66 PSX Stock Holding History

Appleton Partners’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,812	Closed	-$204K	–	261
2018 Q3	$204K	Buy	+1,812	New	+$209K	0.03%	253

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Appleton Partners's PSX Position: Q4 2018 in Review

Appleton Partners sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 1,812 shares — an estimated $204K sold.

Appleton Partners first reported a position in PSX in Q3 2018 and held it in 1 quarter. The position peaked at $204K in Q3 2018. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

Appleton Partners reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
Appleton Partners sold 1,812 Phillips 66 shares in Q4 2018, an estimated $204K.
Appleton Partners first reported a position in Phillips 66 in Q3 2018 and held it in 1 quarter.
Appleton Partners's Phillips 66 position peaked at $204K in Q3 2018.
1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Appleton Partners's 13F filing for Q4 2018, filed 17 Jan 2019.